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Southwest Airlines

745 hedge funds and large institutions have $16.4B invested in Southwest Airlines in 2025 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 241 increasing their positions, 267 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

5% less funds holding

Funds holding: 785745 (-40)

18% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 97

28% less call options, than puts

Call options by funds: $457M | Put options by funds: $632M

Holders
745
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$457M
Puts
$632M
Net Calls
Net Calls Change

Top Sellers

1 -$275M
2 -$163M
3 -$90.9M
4
BlackRock
BlackRock
New York
-$83.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$76.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Asset Management One
301
Asset Management One
Japan
$605K
ATPW
302
Ashton Thomas Private Wealth
Arizona
$604K
QIM
303
Quantitative Investment Management
Virginia
$604K
AWM
304
AE Wealth Management
Kansas
$598K
SC
305
Savant Capital
Illinois
$597K
MAM
306
Meeder Asset Management
Ohio
$593K
PAG
307
Private Advisor Group
New Jersey
$578K
FFM
308
Forum Financial Management
Illinois
$573K
FCP
309
Fidelis Capital Partners
Florida
$572K
PW
310
Paladin Wealth
Minnesota
$563K
WAG
311
Winthrop Advisory Group
Massachusetts
$542K
MEAC
312
M.E. Allison & Co
Texas
$540K
Jane Street
313
Jane Street
New York
$539K
ONB
314
Old National Bancorp
Indiana
$537K
Northwestern Mutual Wealth Management
315
Northwestern Mutual Wealth Management
Wisconsin
$536K
NMIMC
316
Northwestern Mutual Investment Management Company
Wisconsin
$534K
PCM
317
Perritt Capital Management
Illinois
$530K
TFO
318
Tarbox Family Office
California
$527K
IFWM
319
Institute for Wealth Management
Colorado
$521K
CRI
320
Colonial River Investments
Virginia
$519K
AWM
321
Axxcess Wealth Management
California
$519K
CIM
322
Contravisory Investment Management
Massachusetts
$519K
AGWCA
323
Annis Gardner Whiting Capital Advisors
Florida
$517K
MT
324
Midwest Trust
Kansas
$517K
BAM
325
Berkshire Asset Management
Pennsylvania
$515K